1. What are Automated Offers?
Automated Offers are time-sensitive tap-to-unwrap or scratch-to-reveal promotions on specific treatments gifted to all app users on 9 specific occasions:
💡 Pro-tip: to stay on top of all holiday promo occasion dates (St Patrick's, Black Friday, Valentine's, Christmas, etc.), click 'Add To Calendar' below.
To get notified 4 days before each Automated Offer goes live across all of your patients mobile apps, install our Patient App holiday calendar here.
Step 1. Client gets push notifications, emails and SMS of their offer
| Step 2. Client gets redirected to homepage to tap to unwrap their gift
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Step 3. Client taps to unwrap and gets confetti animation + voice note
| Step 4. Client plays the voice note and hears your message!
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2. How to launch Automated Offers
1. From your Admin panel, go to "App Builder" (left-hand menu)
2. Go to the "Offers" section
3. Click on "Automated Offers" at the top toggle.
4. Hover over an offer and scroll horizontally to the right until you can click on the 3 dots and click on "Edit".
5. Activate the Automated Offer on by switching the toggle. This will mean that at Christmas time, the offer will run. For a full list of when and for how long each offer runs, visit this article.
📌 Activating the offer does not immediately send out push notifications to all of your clients. It simply means when the occasion for the automated offer happens (for example, Christmas), the offer will go live to all app users during that specific date.
6. Next, under "Products", select what is included in the offer. You'll have the ability to select interest-based products to your app users. These are products and treatments they have browsed or added to cart, but never purchased. We leaving turning this on for best results. Just be mindful of the discount you're giving will apply to all of these treatments.
7. Next, you can include or exclude specific treatments you want or don't want to be discounted.
⚠️ NOTE: Selecting "Exclude" will run the discount on all of your treatments except the ones you have omitted from the drop-down. So only select this option if you are going for an "app-wide" type of discount.
8. Lastly, upload a voice note to your patients to make it feel personal. These can create a lot of reciprocity with your patients, which is powerful in leading to +158% more sales than without.
PRO TIP: Record a voice note using the online voice recorder and simply drag and drop an MP3 or WAV file inside the upload area. Other file types may not work.
3. Automated Offer Push Notifications
For each Automated Offer occasion, there are 2 notifications:
• Notifications about an activated offer go out at noon in clinic’s time on the first day.
• Notification about an offer ending go out at noon in clinic’s time on the last day.
Push notification details:
• Client Anniversary start:
title: ${clientName}, thank you for X years as a client! ,
body: Here is a gift to show our appreciation... Tap to open! ,
• Client Anniversary end:
title: Hurry, your anniversary gift is expiring in 12h... ,
body: Tap now to open! ,
• Birthday start:
title: ${clientName}, happy birthday! ,
body: We got you a little gift! ,
• Birthday end:
title: Hurry, your birthday gift is expiring in 12h... ,
body: Tap now to open! ,
• Black Friday start:
title: It's Black Friday! ,
body: We've made you a special gift... Tap to open! ,
• Black Friday end:
title: Hurry, your Black Friday gift is expiring in 12h... ,
body: Tap now to open! ,
• Christmas start:
title: Merry Christmas! ,
body: Santa got you something here too... Tap to open! ,
• Christmas end:
title: Hurry, your Christmas gift is expiring in 12h... ,
body: Tap now to open! ,
• Easter start:
title: It's Easter! ,
body: We've made you a special gift... Tap to open! ,
• Easter end:
title: Hurry, your Easter offer is expiring in 12h... ,
body: Tap now to open! ,
• Halloween start:
title: It's Halloween! ,
body: We're surprising you with a gift... Tap now to open! ,
• Halloween end:
title: Hurry, your Halloween offer is expiring in 12h... ,
body: Tap now to open! ,
• New Year start:
title: New Year, New You! ,
body: We've made you a special gift... Tap to open! ,
• New Year end:
title: Hurry, your new year's gift is expiring in 12h... ,
body: Tap now to open! ,
• St. Patrick start:
title: It's St. Patrick's Day! ,
body: We've made you a special gift... Tap to open! ,
• St. Patrick end:
title: Hurry, your St. Patrick's Day offer is expiring in 12h... ,
body: Tap now to open! ,
• Valentine start:
title: It's Valentine's Day! ,
body: We've made you a special gift... Tap to open! ,
• Valentine end:
title: Hurry, your Valentine's day gift is expiring in 12h... ,
body: Tap now to open!
💡 Pro-tip: to stay on top of all holiday promo occasion dates (St Patrick's, Black Friday, Valentine's, Christmas, etc.), click 'Add To Calendar' below.